See which stocks are pulling investors into the conversation, what the crowd is saying, and whether the attention is broad or concentrated.
Top stocks by X chatter · rolling 3-day window
Microsoft reportedly offers voluntary exit packages to roughly 60,000 employees, or 27% of its workforce, to cut costs while maintaining heavy AI infrastructure spending. The move precedes the company's first-quarter fiscal 2027 earnings report scheduled for Wednesday.
Research →SoFi reportedly posted Q3 revenue of $1.4B (+44% YoY) and EPS of $0.18, beating estimates. Management raised FY26 revenue guidance to $5.04B and introduced FY27 guidance of $6.4B revenue and $0.90 EPS, citing organic growth sufficiency.
Research →Visa reportedly reported Q4 revenue of $12.1B and adjusted EPS of $3.48, beating estimates. The company raised its quarterly dividend by 16% to $0.78, yet shares reportedly slipped approximately 2% in after-hours trading.
Research →Seagate reported record Q1 revenue of $4.23B and EPS of $7.68, beating estimates, with Q2 guidance significantly above consensus. Despite the strong results, the stock reportedly fell approximately 6% in after-hours trading, suggesting high expectations or sector-wide pressure.
Research →Boeing reportedly cut its 2026 delivery guidance and delayed 737 MAX production ramps to 2027, causing shares to drop over 10%. The company reported a wider-than-expected core loss despite beating revenue and free cash flow estimates.
Research →Enphase Energy reportedly reported a double miss on Q3 EPS and revenue, with shares falling in after-hours trading. The company's Q4 revenue guidance of $225M-$255M is said to be significantly below consensus, reflecting stalled residential solar demand.
Research →Celestica reported Q3 revenue of $5.83B, beating estimates and rising 83% year-over-year, while raising 2027 revenue guidance to $40B. The company cited robust AI infrastructure demand driving compute and storage growth.
Research →BigBear.ai reportedly reported Q3 revenue of $43.6M, beating estimates, and raised full-year guidance to $150M-$165M. The company also highlighted a $330M backlog and 25+ new contract wins, though GAAP net loss widened to $91.9M.
Research →Waste Management reportedly reported Q3 revenue of $6.8B, beating estimates, while adjusted EPS of $2.15 missed the $2.18 consensus. The company is said to have affirmed full-year guidance and highlighted strong growth in Healthcare Solutions and renewable energy.
Research →Coca-Cola reportedly reported Q3 revenue of $13.4B and adjusted EPS of $0.91, beating estimates. The company raised FY26 comparable EPS growth guidance to at least 11% and organic revenue growth to at least 5%, driven by 5% global unit case volume growth.
Research →PayPal reportedly reported Q3 adjusted EPS of $1.45, beating estimates, while revenue missed at $8.6B. The company raised full-year EPS guidance to ~$5.60 and announced $1.5B in share buybacks.
Research →Braiin reportedly gaps up following the launch of Force AI, an orchestration layer for its RADIUS CX platform. The move targets the USD 56.9 billion CX software market with agentic AI expansion.
Research →Morgan Stanley reportedly arranges senior debt for a $63B special-purpose vehicle leasing Broadcom AI hardware to Anthropic, with deliveries starting in 2027. The structure includes residual-value support from Broadcom to mitigate lender risk.
Research →Nucor reportedly posted Q3 revenue of $11.25B, beating estimates, while adjusted EPS of $5.80 narrowly missed consensus. The company guided Q4 earnings to be in-line or modestly higher, citing stable steel mill and product earnings.
Research →Alphabet reports earnings Oct 28 with cloud growth and AI monetization in focus. Oracle announced it will offer Google's custom TPU chips on its cloud infrastructure starting in 2027.
Research →Corning reportedly beat Q3 revenue and EPS estimates, driven by a 44% surge in Optical Communications revenue. The company also raised Q4 guidance, citing strong GenAI connectivity demand and expanded margins.
Research →United Parcel Service reportedly reported Q3 revenue of $22.9B and adjusted EPS of $1.69, beating estimates. The company raised full-year revenue guidance to $92.6B, though adjusted operating margins reportedly declined year-over-year.
Research →NXP Semiconductors reported Q3 revenue of $3.79B and EPS of $4.20, beating estimates. However, shares fell ~7-8% after hours as Q4 revenue guidance of $3.75B-$3.95B missed consensus, outweighing strong results and a new $5B buyback authorization.
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